Our Funds
New m+ funds are offered frequently. The following funds are currently in their primary offering period.
| m+ Preservation 100 FundSeries 7-20 | ||||
|---|---|---|---|---|
| Upside* 1-to-1 of SPY | Downside* Maximum Loss: [0]% | |||
| Maturity Date07.31.2026 | Reference AssetSPDR® S&P 500® ETF (SPY) | SymbolMPLBQX | Fee-based CUSIP62479G882 | Standard CUSIP62479G809 |
| m+ Buffer 15 FundSeries 1-44 | ||||
|---|---|---|---|---|
| Upside* 1-to-1 of SPY up toCapped Return: 20.50% | Downside* Buffer: 15% Protection against price decreases to -15% | |||
| Maturity Date01.09.2026 | Reference AssetSPDR® S&P 500® ETF (SPY) | SymbolMPLBPX | Fee-based CUSIP62479G395 | Standard CUSIP62479G387 |
| m+ Buffer 20 FundSeries 1-43 | ||||
|---|---|---|---|---|
| Upside* 1-to-1 of SMH up toCapped Return: 35.00% | Downside* Buffer: 20% Protection against price decreases to -20% | |||
| Maturity Date12.31.2025 | Reference AssetVanEck Semiconductor ETF (SMH) | SymbolMPLBOX | Fee-based CUSIP62479G379 | Standard CUSIP62479G361 |
| m+ Buffer 20 FundSeries 1-42 | ||||
|---|---|---|---|---|
| Upside* 1-to-1 of IWM up toCapped Return: 25.68% | Downside* Buffer: 20% Protection against price decreases to -20% | |||
| Maturity Date12.24.2025 | Reference AssetiShares® Russell 2000 ETF (IWM) | SymbolMPLBNX | Fee-based CUSIP62479G353 | Standard CUSIP62479G346 |
| m+ Preservation 100 FundSeries 7-19 | ||||
|---|---|---|---|---|
| Upside* 1-to-1 of SPY up toCapped Return: 18.69% | Downside* Maximum Loss: 0% | |||
| Maturity Date05.22.2026 | Reference AssetSPDR® S&P 500® ETF (SPY) | SymbolMPLBLX | Fee-based CUSIP62479G601 | Standard CUSIP62479G700 |
*On the Maturity Date only, based on the Inception Value per Unit, and subject to reduction based on fees and expenses. This description is not intended to be complete. You should consider the fund’s investment objective, risks and charges & expenses carefully before investing. Contact your financial advisor and read the prospectus below, which contains this and other information on the fund. Read it carefully before you invest. Offers are made only by prospectus.
News & Insights
Defined Outcome Investing
With m+ funds, there is now a new way to retain ETF exposure but have greater control in potentially limiting losses during severe market pullbacks.
iCapital Network® to Acquire Axio Financial, a Leading Service Provider to the U.S. Structured Notes Market
You can find iCapital & m+ Funds at their new home at (212) 994-7400 or info@icapitalnetwork.com
Axio Group Acquires m+ Funds, Expanding Offerings and Enhancing Experience for Financial Advisors
Learn more here. You can find Axio & m+ Funds at their new home at (888) 852-4281 or mplusfunds@axiofinancial.com
Our Team
The team at m+ funds leverages decades of experience in the structured products, asset management, derivatives, capital markets and wealth management industry to construct and deliver m+ funds. They focus solely on innovative index and ETF solutions and pioneered the development of the defined outcome sector since its very inception.